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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $11,949 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,298 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,060 | $58,347-60.5% | $85,682-73.1% | $86,799-73.4% |
| Participation rate | 44.9% | 64.9%-20.0pp | 69.9%-25.0pp | 72.3%-27.4pp |
| Annual return | 8.27% | 18.43%-10.2pp | 21.49%-13.2pp | 97.91%-89.6pp |
| Employer contribution / active EE | $223 | $1,751-87.3% | $2,618-91.5% | $2,405-90.7% |
| Participant deferral / active EE | $1,736 | $3,065-43.4% | $3,923-55.7% | $4,131-58.0% |
| Admin fee / account holder | $81 | $147-44.9% | $6,873-98.8% | $170-52.1% |